JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$1.05B 0.12%
23,394,919
+1,961,023
177
$1.04B 0.11%
1,432,924
-150,961
178
$1.04B 0.11%
6,363,301
-426,988
179
$1.04B 0.11%
5,076,974
+502,578
180
$1.04B 0.11%
32,013,967
-12,546,835
181
$1.03B 0.11%
3,116,752
-201,560
182
$1.02B 0.11%
18,283,915
+3,096,004
183
$1.02B 0.11%
8,679,174
-2,195,320
184
$1.01B 0.11%
9,850,090
+2,106,010
185
$1.01B 0.11%
2,312,250
-22,066
186
$1.01B 0.11%
14,403,752
-556,680
187
$1B 0.11%
23,755,980
-3,411,298
188
$973M 0.11%
10,023,180
-1,490,427
189
$967M 0.11%
21,859,394
-3,625,607
190
$967M 0.11%
11,142,620
+3,513,674
191
$954M 0.11%
3,599,487
+192,919
192
$949M 0.1%
6,658,978
+44,512
193
$935M 0.1%
14,866,613
+585,916
194
$934M 0.1%
1,107,497
+349,409
195
$932M 0.1%
3,410,526
+990,979
196
$928M 0.1%
13,467,834
-57,528
197
$928M 0.1%
14,651,655
-143,729
198
$914M 0.1%
12,882,773
+24,499
199
$910M 0.1%
4,503,484
+1,447,700
200
$909M 0.1%
24,363,785
-7,862,575